See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 4-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $12,218 | $175,202-93.0% | $149,673-91.8% | $139,434-91.2% |
| Participation rate | 65.0% | 83.4%-18.4pp | 78.8%-13.8pp | 80.3%-15.3pp |
| Annual return | 55.11% | 166.71%-111.6pp | 134.42%-79.3pp | 372.94%-317.8pp |
| Employer contribution / active EE | $1,355 | $5,474-75.2% | $4,818-71.9% | $4,751-71.5% |
| Participant deferral / active EE | $3,671 | $6,519-43.7% | $5,680-35.4% | $6,710-45.3% |
| Admin fee / account holder | $2 | $16,150-100.0% | $13,210-100.0% | $11,403-100.0% |